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Deal Flow Friday📈🎙️

@dealflowfriday

📈Real Estate Multifamily Podcast📈 Hosted by @davidmoghavem 🎙️

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calendar_today30-12-2024 18:43:18

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Episode 15 STATE OF THE MARKET is now LIVE 📈 In Episode 15 of Deal Flow Friday, I sat down with Trion Properties Multifamily Real Estate Sponsor Managing Partners Max Sharkansky 🎗️ and Mitch Paskover to break down how 2025 has unfolded so far, and what’s ahead. On capital markets: “Rates are still the wild

Episode 15 STATE OF THE MARKET is now LIVE 📈 

In Episode 15 of Deal Flow Friday, I sat down with <a href="/trionproperties/">Trion Properties Multifamily Real Estate Sponsor</a> Managing Partners <a href="/maxsharkansky/">Max Sharkansky 🎗️</a>  and Mitch Paskover to break down how 2025 has unfolded so far, and what’s ahead.

On capital markets:  “Rates are still the wild
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🎙️Episode 16 is LIVE 📈 From LA Developer to National Co-GP Partner: Adrian Berger - Cypress Equity Investments. In Episode 16 of Deal Flow Friday, I sat down with Adrian Berger of CEI - Cypress Equity Investments to break down what’s working (and what isn’t) in today’s real

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🎙 Episode 17 is now LIVE 📈 #Miami real estate, land scarcity, and finding alpha in a competitive market. This week, I sat down with the one and only Omar Morales | Miami Multifamily , who’s as plugged-in as it gets when it comes to South Florida. He's not only part of the highly successful

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Insurance in Miami, which once deterred investors from the market, is now showing major upside for those who entered the market. Deals that made sense with 2022-2024 insurance is now reaping the benefits of lower insurance premiums on renewals, translating to upside. We're

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The “funny money” was EVERYWHERE pre rate-hike. Syndicators were raising unlimited capital off investors trying to diversify stimmy checks and meme coin gains into CRE. That capital ended once rates hiked, and I don't anticipate this coming back for some time, for better or for

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I sat down with Garrett Nondorf to discuss where ACTIVE middle market capital allocators like Flagship Capital Partners are putting their chips. His answer? "Corn, Koolaid, and Battle Scars" 🌽 The Midwest is delivering. “We love the Midwest. They don’t make much noise, but

I sat down with Garrett Nondorf to discuss where ACTIVE middle market capital allocators like Flagship Capital Partners are putting their chips. 

His answer? 

"Corn, Koolaid, and Battle Scars"

🌽 The Midwest is delivering. “We love the Midwest. They don’t make much noise, but
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I’ve been having a lot of conversations with capital partners lately, and one thing is extremely clear: When investment committees decide on which operators to invest with, they care LESS about historical returns and care MORE on how operators have managed their current portfolio

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You agree with Max Sharkansky 🎗️ or Garrett Nondorf? While Max had his doubts on the Midwest getting overheated (see episode #15), Garrett is "drinking the Kool-Aid" when it comes to markets like the Midwest. Why? Apparently, you can still find a 6% cap for 90s and newer. Agree?

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🎙️ Episode 19 is LIVE 📈 In this episode of Deal Flow Friday📈🎙️ , I sat down with Joseph Paskov, CPA from BentallGreenOak , one of the largest real estate investment managers in the world. We started off by addressing the elephant in the room: If right now truly is a "once in a

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Was in Portland this week, my first time in nearly a decade. (sorry, no pod this week) The last time I was here, I was an analyst underwriting prospective deals for Farhan Tariq Mahmood , modeling out what would eventually become Trion Properties, Inc. robust portfolio of over a

Was in Portland this week, my first time in nearly a decade. (sorry, no pod this week)

The last time I was here, I was an analyst underwriting prospective deals for <a href="/FARlikewhoa/">Farhan Tariq Mahmood</a> ,  modeling out what would eventually become Trion Properties, Inc.  robust portfolio of over a
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On our latest episode of Deal Flow Friday📈🎙️ , Joseph Paskov, CPA shared how his team at BentallGreenOak (led by his colleague Chris Liedtke) is using AI to create a market ranking system built on over 20,000 data inputs. Everything from weather patterns and tax rates, to

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In order to get a deal capitalized right now as an operator, you need to have: 1. CONVICTION - I mean the kind where you’re willing to die on that hill on every assumption you’ve made. And 2. DOWNSIDE PROTECTION. Raising capital feels like going to battle in today’s market,

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Looking back years later, the “rescue capital” thesis that everyone was pitching as rates hiked turned out to be much harder to deploy than providers expected. On the pod, we got in the weeds with Jared Zeisler as to why: When sizing these deals, the preferred equity often ends

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🎙️Episode 21 is LIVE 📈 In this episode, I sat down with Michael Khalilzad, President at CastleSquare as we got DEEP in the weeds on what really gets deals capitalized in today’s market. Creativity: A deal nearly died until Michael restructured it to give the equity partner a

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Some sponsor advice from Michael Khalilzad from CastleSquare that really resonated on this weeks pod: Know your stuff, don’t speculate, and focus on the fundamentals. He gave a good northstar on yield that I’m also seeing on my end. 6%+ cash on cash year 1, unless it’s class A

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I’m starting to see A LOT of seller fatigue begin to translate into sales with MATERIAL discount to market, all awarded to proven buyers in the market. This is a HUGE shift from what we saw the past few years, where sellers would take a flyer on the highest price on the bid

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You know a market is getting HOT when brokers start getting egos on calls when talking to new buyers breaking into their market. But word of advice to brokers, don’t assume a new name means a flaky buyer. I get it. You’re slammed with calls, trying to weed out the real buyers

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🎙️ Episode 22 is LIVE 📈 On this week’s episode of Deal Flow Friday, I sat down with Andrew Kwok, Principal at Arcus Harbor Real Estate Capital, someone I’ve known and worked with for years, to break down what’s really driving today’s capital markets. We covered A LOT,